My Estate Planner: Essential Information for My Family

This wonderful book is what I have been waiting for. My husband passed away without leaving me a clue in what kind of accounts he had (life insurance, bank, annuities, credit cards, investments, etc, etc. ) nor how to access them (user ID, passwords, etc). It took me a year to sort out all his possessions, a very agonizing painful year indeed. "My Estate Planner" is laid out in a thoughful manner in third grade reading level that reflects modern day possessions and life-styles. It even has a section for pets to make sure that all your companions and dependents are taken care of. This is the most comprehensive and user friendly Estate Planner I have come across. I strongly recommend any adult to get one for themself and for their parents.

This is a must have for every family. This estate planner is simple and comprehensive. It will save your family a lot of time, and money. It covers information that I would never have considered. It also has blank pages for additional and important family information. It makes for a wonderful gift. Do your loved ones a favor. I have shared it with family members as well as friends.

This is mostly a financial review for your loved ones. It’s not exactly all encompassing if you also want to leave instructions for your services but it will cover a good chunk of financial questions.

Love, Love, Love this book! My Estate Planner really is “Essential Information for My Family” to help take care of my life’s final business in one space. It’s exactly what I’ve been looking for; a tangible record of locations, passwords and more of my important documents and information that my most trusted family member can quickly access to navigate my life’s final business. It’s very thorough, detailed and easy to use. It’s a great reminder of other things I need to locate and document as well, other than financial information, such as my car title, crypto keys, insurance, pet information and more. It’s really a great resource…I’ve purchased 11 books for my family members!

Everyone you need

I liked it because it's so convenient for families to have when that time comes for final plans. With all the insurance and other information in one place, it's one less burden. This is a very necessary planner that everyone needs. Families can have all important information in one setting. From my experience we had to search the files for insurance information, policy numbers, etc. This is so easy to understand and very convenient for each family member involved. Thank you for creating such a wonderful tool! We are most definitely going to utilize within our family. You will not be disappointed!

When I stumbled upon this well organized planner, I purchased it immediately. Now my important documents and information are organized and accessible for my family. Filling in the relevant pages encouraged me to revisit and consolidate important data, passwords, and plans. Everyone can benefit from using this book.

The media could not be loaded. As a Bank Manager, I am often faced with helping families piece together their deceased loved one’s financial affairs. There are many times that families come to the bank without any idea of account numbers, let alone if their loved one even had a deposit or investment accounts with a financial institution. Additionally, they don’t know who’s a co-owner or a beneficiary. Having to go through this is already a stressful situation for families and not knowing what is what... makes it even more difficult! I encourage everyone to get this planner! This will help leave an organized portfolio of your estate. We all have to leave here someday... and making sure our loved ones can lay us to rest without added stress... is the last thing we can do for them.